Accessing and Maintaining an Archive Database

Access archive databases to view read-only estimates, generate reports, and perform administrative folder maintenance to organize historical data.

B2W Estimate allows you to connect to an archive database in order to view read-only copies of the estimates that have been archived. Note that reports may be previewed and printed when viewing read-only estimates within an archive database.

When connecting to an estimate archive database, you will notice that the estimates are read-only. You may however perform basic organizational operations, such as creating, renaming, and deleting estimate folders in order to keep your archive as well-organized as possible.

  1. In the Tools menu, point to Security, then select Log On as a Different User.
  2. In the Database field, select Options.
  3. Select the desired archive database and select OK.

Organizational Operations

Create a new folder

  • Select the Create New Folder icon.
  • Select OK.
Tip: You can also create a new folder in any Browse for Folder dialog.

Move an estimate or folder

  • Select Move...
  • Select OK.
  • Select OK to move the current estimate or folder into the selected folder.

Rename a folder

  • Select Rename.
  • Select OK.

Delete a folder

  • Select Delete.
  • Select OK to verify the deletion.
Important: You cannot delete a folder that contains an estimate.
Tip:

For easy "switching" between an archive database and a main database, you can create two unique shortcuts on your desktop, with each one pointing to a specific database. Learn how to do this in the Customize How B2W Estimate Starts help topic.

Learn about customizing how B2W Estimate starts

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